Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 17 |
| 1 month | 0.036 | 0 | 1 |
| 3 months | -0.021 | 0 | 15 |
| 1 year | -0.109 | 0 | 91 |
| 3 years | 0.161 | 0 | 61 |
| 5 years | 0.280 | 0 | 1 |
| 10 years | 0.219 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.320 | — |
| 2022 | 0.142 | — |
| 2021 | 0.633 | — |
| 2020 | 0.497 | — |
| 2019 | 0.042 | — |
| 2018 | -0.037 | — |
| 2017 | 0.362 | — |
| 2016 | 0.138 | — |
| 2015 | 0.107 | — |
| 2014 | 0.599 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | 0.123 | -0.021 | — |
| 2024 | 0.089 | 0.139 | 0.037 | -0.141 |
| 2023 | -0.084 | 0.122 | 0.098 | 0.170 |
| 2022 | 0.040 | -0.103 | 0.182 | 0.035 |
| 2021 | 0.144 | 0.244 | 0.105 | 0.038 |
| 2020 | -0.263 | 0.326 | 0.259 | 0.216 |
| 2019 | 0.034 | 0.010 | -0.041 | 0.041 |
| 2018 | -0.071 | 0.005 | 0.032 | 0.000 |
| 2017 | 0.124 | 0.087 | 0.030 | 0.083 |
| 2016 | -0.025 | 0.158 | 0.066 | -0.054 |
| 2015 | 0.040 | -0.007 | -0.031 | 0.106 |
| 2014 | 0.066 | 0.172 | 0.144 | 0.118 |
| 2013 | 0.003 | -0.015 | 0.100 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.109 |
| 3 years | 0.161 |
| 5 years | 0.280 |
| 10 years | 0.219 |